See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,089 | $201,272-79.6% | $184,203-77.7% | $145,922-71.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -52.42% | 29.00%-81.4pp | 28.81%-81.2pp | 561.29%-613.7pp |
| Employer contribution / active EE | $2,227 | $7,022-68.3% | $6,427-65.3% | $4,660-52.2% |
| Participant deferral / active EE | $3,712 | $9,806-62.1% | $9,131-59.3% | $6,688-44.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |